WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Quarter Est. Return
1 Year Est. Return
+13.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$857M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$2.17M
3
+$1.98M
4
IBM icon
IBM
IBM
+$1.76M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.51M

Top Sells

1
+$14.8M
2
+$743K
3
+$668K
4
LLY icon
Eli Lilly
LLY
+$618K
5
NTNX icon
Nutanix
NTNX
+$586K

Sector Composition

1 Healthcare 18.24%
2 Technology 15.7%
3 Financials 11.55%
4 Industrials 10.53%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$335K 0.04%
+7,979
277
$334K 0.04%
11,000
-100
278
$334K 0.04%
3,048
279
$328K 0.04%
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280
$318K 0.04%
+15,000
281
$318K 0.04%
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282
$316K 0.04%
651
283
$316K 0.04%
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284
$316K 0.04%
7,610
285
$314K 0.04%
16,220
286
$312K 0.04%
6,200
-200
287
$310K 0.04%
8,450
288
$305K 0.04%
924
289
$305K 0.04%
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290
$301K 0.04%
8,000
291
$300K 0.04%
8,580
292
$298K 0.03%
4,210
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293
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294
$296K 0.03%
31,850
-16,785
295
$290K 0.03%
24,000
296
$289K 0.03%
2,106
297
$287K 0.03%
7,000
298
$286K 0.03%
1,495
299
$281K 0.03%
1,567
300
$268K 0.03%
5,261
10 11
12
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